Insurance
Purpose-Built for Insurance: Secure, Scalable, Seamless Billing
Modern insurance companies face complex billing challenges—mergers, legacy systems, regulatory demands, and rising customer expectations. Cashflow.io solves them all. Whether you’re managing thousands of policies or integrating a newly acquired portfolio, our platform ensures secure, automated, and future-ready billing workflows.
GET STARTED
Grow your business with our proven automation strategies.
Download our Guide to AP/AR Automation
and Cash Flow Optimization
Insurance
Purpose-Built for Insurance: Secure, Scalable, Seamless Billing
Modern insurance companies face complex billing challenges—mergers, legacy systems, regulatory demands, and rising customer expectations. Cashflow.io solves them all. Whether you’re managing thousands of policies or integrating a newly acquired portfolio, our platform ensures secure, automated, and future-ready billing workflows.
GET STARTED
Grow your business with our proven automation strategies.
Download our Guide to AP/AR Automation
and Cash Flow Optimization
Insurance
Purpose-Built for Insurance: Secure, Scalable, Seamless Billing
Modern insurance companies face complex billing challenges—mergers, legacy systems, regulatory demands, and rising customer expectations. Cashflow.io solves them all. Whether you’re managing thousands of policies or integrating a newly acquired portfolio, our platform ensures secure, automated, and future-ready billing workflows.
GET STARTED
Grow your business with our proven automation strategies.
Download our Guide to AP/AR Automation
and Cash Flow Optimization
Cashflow.io was created for Insurance
Cashflow.io was created for Insurance
Premium Collections
Custom Payment Plans
Claims Payouts
Invoice Management
Broker Payments
Recurring Billing
Evaluators
IT consultants
Advertising Agencies
Architects
Cashflow.io was created for Insurance
Premium Collections
Custom Payment Plans
Claims Payouts
Invoice Management
Broker Payments
Recurring Billing
Evaluators
IT consultants
Advertising Agencies
Architects
Go digital fast, without changing the way you work. Connect your existing providers with Cashflow.io and start automating the hassle away.
Offer flexible payment plans. Beat the competition and win more business, without lowering your prices.
Solve your billing challenges with a single platform. Simplify invoicing, automate payments and offer flexible terms, all in one platform.
Eradicate human error by automating your firm's payables and receivables. Save time and focus on higher value work.
Custom API Integrations
Seamless Integration with Legacy Systems & Workflows
No two insurance companies run the same back office. That’s why our expert solutions team designs and deploys custom API integrations that plug directly into your existing ERP, billing, and policy management systems—no rip-and-replace required.
LEARN MORE
Built for high-volume, policy-based billing cycles
Designed to automate recurring premium collections
Fully aligned with your internal processes and compliance policies
Custom API Integrations
Seamless Integration with Legacy Systems & Workflows
No two insurance companies run the same back office. That’s why our expert solutions team designs and deploys custom API integrations that plug directly into your existing ERP, billing, and policy management systems—no rip-and-replace required.
LEARN MORE
Built for high-volume, policy-based billing cycles
Designed to automate recurring premium collections
Fully aligned with your internal processes and compliance policies
Custom API Integrations
Seamless Integration with Legacy Systems & Workflows
No two insurance companies run the same back office. That’s why our expert solutions team designs and deploys custom API integrations that plug directly into your existing ERP, billing, and policy management systems—no rip-and-replace required.
LEARN MORE
PCI-Compliant Token Migration
Acquire a Portfolio. Migrate Securely. Bill Without Disruption.
When an insurer acquires a book of business, billing continuity is critical. Cashflow.io enables secure credit card token migration from third-party systems—fully encrypted and PCI-DSS compliant.
LEARN MORE
Supports mass import and tokenization of hundreds (or thousands) of cards
Eliminates customer re-entry friction
Keeps renewals uninterrupted and revenue flowing
PCI-Compliant Token Migration
Acquire a Portfolio. Migrate Securely. Bill Without Disruption.
When an insurer acquires a book of business, billing continuity is critical. Cashflow.io enables secure credit card token migration from third-party systems—fully encrypted and PCI-DSS compliant.
LEARN MORE
Supports mass import and tokenization of hundreds (or thousands) of cards
Eliminates customer re-entry friction
Keeps renewals uninterrupted and revenue flowing
PCI-Compliant Token Migration
Acquire a Portfolio. Migrate Securely. Bill Without Disruption.
When an insurer acquires a book of business, billing continuity is critical. Cashflow.io enables secure credit card token migration from third-party systems—fully encrypted and PCI-DSS compliant.
LEARN MORE
Automated Batch Processing
Run Large-Scale Billing Without Lifting a Finger
Your legacy ERP stays in place—but now it talks to ours. Cashflow.io enables batch credit card processing directly from your ERP, so your team can automate thousands of monthly or quarterly premium collections with a single API call.
LEARN MORE
Process recurring or one-time premiums in bulk
Reduce manual entry, delays, and errors
Gain full visibility into batch status and settlement
Automated Batch Processing
Run Large-Scale Billing Without Lifting a Finger
Your legacy ERP stays in place—but now it talks to ours. Cashflow.io enables batch credit card processing directly from your ERP, so your team can automate thousands of monthly or quarterly premium collections with a single API call.
LEARN MORE
Process recurring or one-time premiums in bulk
Reduce manual entry, delays, and errors
Gain full visibility into batch status and settlement
Automated Batch Processing
Run Large-Scale Billing Without Lifting a Finger
Your legacy ERP stays in place—but now it talks to ours. Cashflow.io enables batch credit card processing directly from your ERP, so your team can automate thousands of monthly or quarterly premium collections with a single API call.
LEARN MORE
Auto-Update Expired Credit Cards
No More Missed Payments from Expired Cards
Customer payment details change. We keep you ahead of it. Cashflow.io uses card network intelligence to automatically update expired or replaced cards, reducing late payments and admin workload.
LEARN MORE
Saves hundreds of hours in billing follow-up
Minimizes missed renewals and cancellations
Delivers a frictionless experience to your policyholders
Auto-Update Expired Credit Cards
No More Missed Payments from Expired Cards
Customer payment details change. We keep you ahead of it. Cashflow.io uses card network intelligence to automatically update expired or replaced cards, reducing late payments and admin workload.
LEARN MORE
Saves hundreds of hours in billing follow-up
Minimizes missed renewals and cancellations
Delivers a frictionless experience to your policyholders
Auto-Update Expired Credit Cards
No More Missed Payments from Expired Cards
Customer payment details change. We keep you ahead of it. Cashflow.io uses card network intelligence to automatically update expired or replaced cards, reducing late payments and admin workload.
LEARN MORE
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow.io platform for a few years now. The Cashflow.io platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow.io team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Explore More Features
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
Step 1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
Step 2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
Step 3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
Step 4
Best plans for your business.
We offer multiple options tailored to accommodate any specific requirements you may require.
Step 5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow.io platform for a few years now. The Cashflow.io platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow.io team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
Step 1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
Step 2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
Step 3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
Step 4
Choose a plan most suitable for your business
Our pricing structure are determined by monthly volume and risk profile. We offer multiple options tailored to accommodate any specific requirements you may require. Pick the one most suitable for you or try our unmatched 90-day free trial
Step 5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Explore More Features
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow platform for a few years now. The Cashflow platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
4
Best plans for your business.
We offer multiple options tailored to accommodate any specific requirements you may require.
5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Explore More Features
Cashflow.io 2024 © All Rights Reserved
Cashflow.io 2024 © All Rights Reserved
Partners
Cashflow.io 2024 © All Rights Reserved